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Delete a process

How to permanently delete an archived process

In Tallyfy, you cannot directly delete an active or completed process. You must first archive it.

Once a process is archived, you can then permanently delete it. Warning: Deletion is permanent and cannot be undone.

  1. Go to the Tracker view using the left sidebar.
  2. Click Add filter and choose the filter for Status is Archived (or similar wording to show only archived processes). Filtering Tracker to show only Archived processes
  3. Find the archived process you want to permanently delete in the list.
  4. Click the Delete button (often a trash can icon 🗑️) for that process.
  5. Confirm that you want to permanently delete the process.

If you need help archiving a process first, see the guide on How to archive and unarchive processes.

Edit Processes > Edit tasks and process properties

Running processes can be modified through the settings panel to adjust properties like name ownership deadline tags folder location and notes while maintaining visibility of template details and kick-off form responses.

Edit Processes > Rename a process

A running process can be renamed by clicking its current name at the top of the process view and typing a new name followed by pressing Enter.